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Stefan joined Ashton Thomas in 2020 as a Wealth Advisor in the firm’s Scottsdale office. Stefan provides a range of investment and planning services to professional athletes, business owners, and retirees with substantial assets using in-depth market analysis and research tools at Ashton Thomas. He provides innovative approaches to meet the varying goals of his clients and focuses on building long-term relationships with them.
Originally from Marin County, California, Stefan became an active investor at an early age. He won several stock simulation competitions during his years at Marin Catholic Preparatory Academy. Later, he worked as an intern at JMP Securities in San Francisco. During his time at JMP Securities, he conducted fundamental research necessary for asset evaluation and assisted with the analysis of upcoming initial public offerings.
While attending the University of Arizona, Stefan continued to hone his investing skills by managing his personal portfolio. After graduation, Stefan entertained offers from several financial institutions, but ultimately decided to work independently to further develop his skills in both long-term investing and options trading. Stefan is the Director of the Wolf Family Charitable Foundation with oversight responsibility for the non-profit’s investment portfolios.
Stefan currently resides in Scottsdale and is a member of the Arizona Country Club, where he enjoys the comradery of the membership and maintains a low-single-digit handicap. He also enjoys boating, downhill skiing, snowboarding, and hiking with his four-legged friend, Tahoe. Stefan volunteers with the Society of St. Vincent de Paul, an organization that combines his expressed appreciation for faith and community involvement.